Summary
Building on Mutual Fund Success: Natixis Loomis Sayles Debuts 2 ETFs
On June 24, Natixis Investment Managers and Loomis Sayles & Company rolled out two new actively managed fixed income funds, the Natixis Loomis Sayles Total Return Bond ETF (LSTB) and the Natixis Loomis Sayles Dynamic Core Plus ETF (LSCP). Both funds launched with an expense ratio of 39 basis points.
JCPB: Much Improved Fixed Income ETF From JPMorgan
JPMorgan Core Plus Bond ETF is upgraded to 'Buy' after significant improvements in downside risk management and portfolio construction. JCPB now features a 6.1-year duration, 4.7% SEC yield, and 5.22% portfolio YTM, with 88% investment-grade exposure and $11B AUM. Active management enables JCPB to pivot amid macro volatility, outperforming peers in recent risk/reward metrics and aligning with current rate dynamics.
JCPB: Core Plus Bond Strategy
JCPB offers a diversified, actively managed bond portfolio with a core-plus strategy, balancing low-risk and high-yield exposures for enhanced income. Active management, robust risk controls, and use of derivatives help the fund navigate interest rate, duration, and inflation risks effectively. Current macro indicators suggest maintaining liquidity and flexibility, as yield curve dynamics and market liquidity remain uncertain.
JPMorgan Core Plus Bond ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 125,695 | $5.97M | $5.85M | -$112,880.8 | -1.89% |
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 12,786 | $606,533.15 | $595,380.09 | -$11,153.06 | -1.84% |
| PEP Philip E. Passafiume Protective Life Corp | 794 | $37,381.52 | $36,972.61 | -$408.91 | -1.09% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 86,658 | $4.14M | $4.03M | -$102,095.51 | -2.47% |
| SS Scott Solod Kelly Financial Group LLC | 653,344 | $30.4M | $30.44M | $32,458.12 | 0.11% |
JPMorgan Core Plus Bond ETF (JCPB) FAQ
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JPMorgan Core Plus Bond ETF Profile
| BATS Exchange | US Country |
Overview
This describes a bond fund that primarily focuses on investing in bonds, adhering to a policy where at least 80% of its assets are allocated to these financial instruments. The fund aims to maintain a strategic balance in its investment portfolio, targeting an average weighted maturity period ranging from five to twenty years. This approach indicates a medium to long-term investment horizon, catering to investors looking for steady income with a moderate level of risk over time. The fund's investment strategy is designed to be flexible yet prudent, ensuring a substantial portion of the portfolio is invested in assets that are expected to provide reliable returns. However, it also allows for a portion of the assets to be invested in higher-risk securities to potentially enhance the fund's overall yield.
Products and Services
- Bond Investments
This service represents the core offering of the fund, focusing on investing at least 80% of its assets in a diversified portfolio of bonds. The selection criteria for these bonds are stringent, ensuring that the investments are in line with the fund's strategy of achieving a balance between risk and return over a medium to long-term period. The emphasis is on bonds that contribute to a steady income stream, aligning with the fund's objective of providing reliable financial returns to its investors.
- Portfolio Maturity Management
As part of its investment approach, the fund meticulously manages the average weighted maturity of its bond portfolio, targeting a range between five and twenty years. This strategy involves carefully selecting bonds with maturities that match the fund's investment horizon, optimizing the balance between yield and the duration risk associated with fixed-income securities. This approach aims to mitigate potential market volatilities and interest rate risks, ensuring a more predictable return on investment.
- High-Yield Investments
While the fund maintains a conservative stance by primarily investing in bonds with a significant level of security and reliability, it also allocates up to 30% of its assets to below investment grade securities or their unrated equivalent. This segment of investments is geared towards enhancing the fund's yield through potentially higher returns offered by these high-risk securities. This strategic allocation to below investment grade bonds is carefully managed to ensure that it does not compromise the overall risk profile and investment objectives of the fund.
